Based on the number of Google search requests for the Apple iPhone, Swiss brokerage firm UBS' Evidence Lab Phone Monitor is raising its estimate of first quarter iPhone sales to 70.9 million units. That far surpasses the brokerage firm consensus of 64 million units that are expected to be sold for the three month period running from the beginning of January, to the end of March.

UBS analyst Steve Milunovich was impressed enough by the report to raise his first quarter iPhone sales forecast by 4 million phones, to 67 million. Still, the highly-regarded analyst is worried that Apple won't have enough phones on hand in order to hit the higher estimate produced by the Evidence Lab Phone Monitor.

For the seasonally weaker second quarter, Milunovich sees Apple cutting production of the Apple iPhone 6 by 40% sequentially from the first quarter. The analyst says that for the April through June quarter, Apple will change the mix and build a higher percentage of Apple iPhone 6 Plus units. This will help satiate strong demand for the phablet in Asia, and make up for supply issues with the device that he expects to see in the first quarter.

Actually we did. Due to the bigger screen, Apple gained a lot more costumers that had previously wanted a big screen phone but Android wasn't their cup of tea. Coupled with the fact that they made iOS 8 a lot more open than it used to be.

This is going to be interesting next year: what will the iPhone 6s/Plus S (?) demand be like? I find it hard to imagine that it could be anything like the madness we are seeing now...though Apple has been known to perform sales miracles.

Oh boy! Not this comment again. I could retire if I had a dollar every time I've read something like this over the years with iphone sales. Dude, there are millions of people that are not upgrade eligible this year. Then you add all the people who are not on contract that upgrade every year. Add all the people that are switching from other platforms and lastly, add all the people who are rocking mad old iPhones who are finally ready to upgrade. Unlike computers, TVs and tablets, people usually upgrade their phones pretty often. It's probably the most necessary gadget out their.

It's true that each model has out performed the previous year's model in sales, but I think it's foolish to believe that will always be the case. Most people will wait a full two years before upgrading to a new phone. Not all people, just most, especially for iPhones as they're more expensive than the competition off contract. That and the fact that the larger displays prompted everyone who had been waiting more than two years to upgrade to do so, I don't see Apple coming out with any mind blowing must have features with the 6S unless they do a complete overhaul of the GUI, but any changes to the OS would/should make it to older models as well...

17.g2a5b0e (unregistered)

I agree that it would be foolish to think that the trend will continue forever, but there is no indication that it won't continue to happen for some time to come. Even if the 6S has no killer features, that doesn't change much. It wouldn't be the first time that an S iteration launched without any & still exceeded is predecessor.

Good argument, and very true, minimal updates to hardware haven't hindered sales in the past, but I'm sticking by my initial statement. But I welcome the idea of Apple surprising me with something unexpected. maybe they'll actually have sapphire displays with near zero reflections making the outdoor visibility unparalleled. That would be a strong selling point I would think.

The bitter truth is that you're right. I love android but I feel if I were to recommend a phone to anyone to buy, I would tell them to get an Apple device because its everything-proof.

If only android manufacturers would take this up and instead of going spec crazy and making everything bigger, they should make the experience count. Motorola seems to be the only one making this steps but I don't trust Lenovo will continue this magic

Apple is simply the best....,
And the IPhones are simply the best phones in the market.
This huge success proves one thing, no one cares about Android, people don't like it.
The only reason android phones had some success is 1, the price and 2, screen size, the reason of their succes was the hardware not the software.

And yet when people attack the iPhone, it's usually criticizing the operating system. You hear things along the lines of glorified app launcher, incapable of true multitasking, restrictive. Yes, your OS has optimization on its side, but each year that becomes less and less the case which is apparent when phones from the previous year suffers performance issues with the updated OS. It's not the same with Android as it has a significant amount of customization, features iOS won't get for years if ever, and Android devices typically improve their performance with OS updates. Take this into account with the points you made, we're not getting robbed by our OEMs when compared to the prices you pay, and then of course the hardware, we have so many options for consumers to choose from, people can buy a phone that best fits them. Plus the Apple ecosystem is anything to be desired, iCloud getting hacked, music getting deleted, accounts getting hijacked.

"This huge success proves one thing, no one cares about Android, people don't like it.", right... everything I listed above is why 85% of the global market skips Apple's iOS and uses Android as their mobile OS of choice.

32.g2a5b0e (unregistered)

I can't help but notice that you aren't trying to argue my point. When you're going to talk crap about Android phones and use iPhone sales to back up your statement just remember Android sells more phones than Apple.

Also, in the education industry, the humble Chromebook is beating out your iPads as the preferred learning instrument.

And Apple TV has been on the market for how many years now? And in one year, Google sells more Chromecasts. Yeah, Apple really knows what it's doing...

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